Free Trial
→ IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead? (From American Alternative) (Ad)tc pixel Free IYLD Stock Alerts

iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership

iShares Morningstar Multi-Asset Income ETF logo
$21.26 +0.69 (+3.35%)
As of 10:38 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$762.83K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$404.93K
Get IYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IYLD Institutional Buying and Selling by Quarter

iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 NewEdge Advisors LLC2,803$58K0.0%-19.5%0.051%
7/17/2025 Fifth Third Securities Inc.10,196$212K0.0%N/A0.185%
5/16/2025NewEdge Advisors LLC3,484$70K0.0%+77.9%0.060%
4/17/2025Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174%
2/17/2025Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253%
2/14/2025IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229%
2/12/2025JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397%
2/10/2025Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065%
2/6/2025Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059%
1/17/2025Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216%
11/25/2024Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111%
11/15/2024IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416%
7/15/2024Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255%
10/24/2023Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500%
8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089%
7/26/2023Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235%
7/13/2023Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506%
4/28/2023Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243%
4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156%
2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000%
2/1/2023Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000%
1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000%
1/17/2023FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000%
11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000%
10/25/2022Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000%
8/11/2022CoreCap Advisors LLC1,792$36K0.0%N/A0.000%
8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000%
8/3/2022Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000%
8/2/2022CX Institutional10,807$215K0.0%-4.9%0.000%
7/15/2022Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000%
5/4/2022Janney Montgomery Scott LLC56,053$1.25M0.0%-7.0%0.000%
2/10/2022Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000%
2/8/2022Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000%
2/3/2022Cambridge Investment Research Advisors Inc.60,663$1.46M0.0%-6.2%0.000%
1/27/2022Janney Montgomery Scott LLC60,302$1.45M0.0%+141.6%0.000%
1/19/2022AdvisorNet Financial Inc18,320$440K0.0%+3.4%0.000%
1/18/2022Kovack Advisors Inc.21,865$525K0.1%-7.9%0.000%
1/7/2022Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000%
11/12/2021OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000%
11/12/2021PSI Advisors LLC1,170$28K0.0%N/A0.000%
11/10/2021CX Institutional46,068$1.10M0.1%+367.1%0.000%
11/2/2021Cambridge Investment Research Advisors Inc.64,668$1.55M0.0%-10.3%0.000%
10/29/2021Janney Montgomery Scott LLC24,960$598K0.0%+3.8%0.000%
10/15/2021AdvisorNet Financial Inc17,720$424K0.0%-5.3%0.000%
10/6/2021IFP Advisors Inc2,808$75K0.0%-16.8%0.000%
8/13/2021Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000%
8/13/2021OLD Mission Capital LLC8,514$206K0.0%-47.4%0.000%
8/10/2021Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000%
(Data available from 1/1/2016 forward)

IYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYLD shares?

During the previous two years, 10 institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($671K), JPMorgan Chase & Co. ($460K), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($266K), Fifth Third Securities Inc. ($212K), Janney Montgomery Scott LLC ($202K), and Wilmington Savings Fund Society FSB ($136K).Learn more on iShares Morningstar Multi-Asset Income ETF's institutional investors.

Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF's stock?

The following institutional investors have purchased iShares Morningstar Multi-Asset Income ETF's stock in the last 24 months: IHT Wealth Management LLC ($11.28K), Fifth Third Securities Inc. ($10.81K), Wilmington Savings Fund Society FSB ($6.60K), Ameriprise Financial Inc. ($4.72K), Jones Financial Companies Lllp ($3.05K), and NewEdge Advisors LLC ($1.53K).

How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have bought a total of 37,371 shares in the last 24 months. This purchase volume represents approximately $762.83K in transactions.

Which of iShares Morningstar Multi-Asset Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: IHT Wealth Management LLC ($11.09K), Farther Finance Advisors LLC ($4.49K), Janney Montgomery Scott LLC ($3.71K), NewEdge Advisors LLC ($681.00), and JPMorgan Chase & Co. ($680.00).

How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have sold a total of 20,651 shares in the last 24 months. This volume of shares sold represents approximately $404.93K in transactions.


Related Companies

This page (BATS:IYLD) was last updated on 9/19/2025 by MarketBeat.com Staff
From Our Partners
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
Prepare for the “Mar-a-Lago Accord” Money Shock
Why Are Wall Street Insiders Moving Their Money to This ONE Asset? Something far more consequential for you...
Stansberry Research | Sponsoredtc pixel